SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$21K ﹤0.01%
500
-53
577
$21K ﹤0.01%
279
578
$21K ﹤0.01%
500
579
$20K ﹤0.01%
1,000
580
$20K ﹤0.01%
685
-49,888
581
$20K ﹤0.01%
200
-128
582
$20K ﹤0.01%
204
583
$20K ﹤0.01%
100
584
$20K ﹤0.01%
+325
585
$19K ﹤0.01%
600
586
$19K ﹤0.01%
1,000
587
$19K ﹤0.01%
1,254
588
$19K ﹤0.01%
100
589
$19K ﹤0.01%
532
590
$19K ﹤0.01%
1,751
591
$18K ﹤0.01%
3,437
592
$18K ﹤0.01%
1,520
593
$18K ﹤0.01%
713
594
$18K ﹤0.01%
500
595
$18K ﹤0.01%
+810
596
$18K ﹤0.01%
276
597
$17K ﹤0.01%
2,000
598
$17K ﹤0.01%
334
599
$17K ﹤0.01%
280
600
$17K ﹤0.01%
728
-405
22 23
24
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